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Apr 26, 2024
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kristina partsinevelos on intel. wanted to take a look at shares of charter that company reporting earnings this follows the report from our parent company yesterday that was not well received by the marketplace. in particular as well, comments from comcast cfo jason armstrong yesterday in terms of the environment for the broadband. broadband is the key business for comcast and charter as well, although wireless becoming a more important business and they did add what were in line essentially with whatanalysts had been expecting, some i think 480,000 mobile subscribers 75,000 broadband subscribers were lost during the quarter again kind of more or less in line with video, continues to erode. 405,000 subscribers. as an overall percentage of the number of customers they had that was larger than 389,000 at comcast and points to overall a shrinking, continuing to shrink world for the cable ecosystem. some of that being made up by the virtual mpds youtube which has 8 million. on the cast call chris winfrey ceo of charter
kristina partsinevelos on intel. wanted to take a look at shares of charter that company reporting earnings this follows the report from our parent company yesterday that was not well received by the marketplace. in particular as well, comments from comcast cfo jason armstrong yesterday in terms of the environment for the broadband. broadband is the key business for comcast and charter as well, although wireless becoming a more important business and they did add what were in line essentially...
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Apr 5, 2024
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do it, and intel was a great manufacturer, but that was a different intel. it was just a different intel. they used to have a couple of people on a s.w.a.t. team that could put plants anywhere. used to be an intel hawk. i went to the israeli plant on saturday where no one works, which is pretty amazing, and then i went to the opening of the irish plant, and they just knew how to build. these guys, not so clear. it's a construction project. >> right. >> and then after that, you bring in lam, bring in asm, and it seems like samsung knows what to do, and taiwan semi really doesn't. samsung is a great ally. great what they're doing. >> yeah. >> really great. >>> boeing's an interesting story today, jim. reuters has a piece that they and airbus are exploring ways to divvy up the spirit operations. >> well, i mean, dave calhoun was very good at expressing that boeing has to get control of the fuselage, which means they have to get control of spirit. i remember when -- unfortunately, i'm old enough to remember when they spun spirit off. it was a low-margin business
do it, and intel was a great manufacturer, but that was a different intel. it was just a different intel. they used to have a couple of people on a s.w.a.t. team that could put plants anywhere. used to be an intel hawk. i went to the israeli plant on saturday where no one works, which is pretty amazing, and then i went to the opening of the irish plant, and they just knew how to build. these guys, not so clear. it's a construction project. >> right. >> and then after that, you bring...
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Apr 25, 2024
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deirdre, thank you deirdre bosa >>> we're going to end on the chips and intel. kristina partsinevelos has that for us. >> we had texas instruments earlier this week and that report was less than expected with many wondering if the bottom for non-ai segments is near when i talk about non-ai we think intel, pc and server segments both are highly dependent on i.t. spending budgets. citi points to a pc recovery in march and the launch of windows 12 later this year that could be a driver for a pc refresh cycle. other positives, mobile business, given intel majority shareholders that could add a bump in other business sesments. investors remain skeptical, no surprise, intel under performing other chips down 30% year to date with the smh up 20% that's a huge discrepancy. even if server sales are improving, competition from amd is a headwind for intel. secondly, intel's new foundry business, which will be operating as a separate business with this report, has deeply negative gross margins, profitability is a ways out. intel, though, will tout its new ai chip which aims
deirdre, thank you deirdre bosa >>> we're going to end on the chips and intel. kristina partsinevelos has that for us. >> we had texas instruments earlier this week and that report was less than expected with many wondering if the bottom for non-ai segments is near when i talk about non-ai we think intel, pc and server segments both are highly dependent on i.t. spending budgets. citi points to a pc recovery in march and the launch of windows 12 later this year that could be a...
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Apr 3, 2024
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everyone's been saying the costs are too high except for intel. there isn't anyone who thinks they can get anywhere near the cost. secretary raimondo is doing a terrific job trying to make it so they do, but i think the differences in cost between here and taiwan semi, what morris chang was saying when he started that company, was that you're not going to be able to beat them. you got to be -- >> they are presenting segment results. different operating segments of intel. >> i can't hear you. >> let's get the opening bell here. at the big board, health care company solventum celebrating its spinoff from 3m. at the nasdaq, st. david's school in new york city celebrating financial literacy month. >> there we have -- i think that is st. david's. and i see my executive's son. right there. they're clapping today. there you go. we talked ge yesterday. do you have thoughts on solventum? >> they have some great story divisions, but there's going to be, i think, a little more like peralto. they came public, it was terrific, but people want to throw away a s
everyone's been saying the costs are too high except for intel. there isn't anyone who thinks they can get anywhere near the cost. secretary raimondo is doing a terrific job trying to make it so they do, but i think the differences in cost between here and taiwan semi, what morris chang was saying when he started that company, was that you're not going to be able to beat them. you got to be -- >> they are presenting segment results. different operating segments of intel. >> i can't...
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Apr 8, 2024
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i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fact is right now this is pretty good. i mean, nvidia could use it. >> right, right. >> carl, one of the problems we have over and over again, why did we go to taiwan? because we didn't have the engineers and it was too expensive to build and we didn't have a sense that maybe the u.s. would be left adrift. it was much more private capital and a company we need to go boundary. it made sense. if this country weren't located within the zone of what china thinks is theirs we wouldn't be doing this. if this were in mexico, which is another cheap labor force -- >> important to point out that taiwan gave plenty of subsidies as well throughout the years. plenty of state support there for that company. >> always. we wish that it weren't in taiwa
i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fact is right now this is pretty good. i mean, nvidia could use it. >> right, right. >> carl, one of the problems we have over and over...
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Apr 12, 2024
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qualcomm, intel, amd and nvidia all moving lower ahead of the open. china reportedly telling its telecom carriers to phase out foreign chips. >>> i want to start with the banks and the downturn in the market as well. earnings season kicks off with the likes of jpmorgan and wells fargo and citi, for example. mike, i'd love to just turn to you quickly, just get a sense on the market as well. >> yeah. >> it's been an interesting day yesterday with that move up in apple shares, particularly, as the day went on. obviously, moved the nasdaq appreciably higher. what do we think is behind some of the weakness we're seeing beyond these bank earnings, which, at the worst, are a mixed picture? >> i don't think it's bank earnings, necessarily, the catalyst. yesterday, the indexes were rescued by not just apple bouncing on some reports about some a.i. macbooks and whatnot, but nvidia going up 4% becauses this the market we have. when we get nervous about macro and yields and inflation, and we have had a 10% pullback in nvidia and some of the other a.i. stocks, wel
qualcomm, intel, amd and nvidia all moving lower ahead of the open. china reportedly telling its telecom carriers to phase out foreign chips. >>> i want to start with the banks and the downturn in the market as well. earnings season kicks off with the likes of jpmorgan and wells fargo and citi, for example. mike, i'd love to just turn to you quickly, just get a sense on the market as well. >> yeah. >> it's been an interesting day yesterday with that move up in apple shares,...
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Apr 10, 2024
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i know that blackwell is multiple times better than what intel is doing. i know that google and nvidia are working together. i know that jensen huang said if google's making a chip, i want to help. is that a reason to bail? well, go ahead. i said it over and over again after the gtc conference, the stock goes now. now we're in the gtc conference. what a shocker? shocker. >> as for the mag seven overall, mentioned it at the top. alphabet, amazon, of course, all-time highs. alphabet is something of a surprise. again, i've made this point a number of times. given the existential crisis that lasted a week there for investors. >> and thomas curry is the star of the show. >> and the number of well-known pundits reflecting on social media for -- x, for example, about the coming demise or questioning its ability to compete or whether -- >> that got down to -- >> it might still have its monopoly in search threatened. >> it had the multiple in the french fry company, for heaven's sake. >> thomas kurian, of course, the -- yeah, they had their big -- >> that's a big g
i know that blackwell is multiple times better than what intel is doing. i know that google and nvidia are working together. i know that jensen huang said if google's making a chip, i want to help. is that a reason to bail? well, go ahead. i said it over and over again after the gtc conference, the stock goes now. now we're in the gtc conference. what a shocker? shocker. >> as for the mag seven overall, mentioned it at the top. alphabet, amazon, of course, all-time highs. alphabet is...
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Apr 19, 2024
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by the way, intel is 100% hardware but that's what matters, and when you speak to nvidia or go to the conference, you realize that the giant leap that nvidia has over everybody else. but you know, with blackwell, it's going to be unbelievable. the long nooknives are out for nvidia ever since gtc. remember what nvidia did between july and december of last year it did nothing i remember being ridiculed i bumped into someone this weekend, again, when i was in antigua, saying, thanks for jamming me in that nvidia. well, sorry. sorry about that jam-up. jam-up, mate i mated that guy >> you mated that guy. >> i gave him a "mate. i gave him a check mate. he mated me, i checkmated him. >> there's some weakness in semis and tech >> tsm is crushing it. the fact that -- i mean, when you talk -- i say own nvidia, don't trade it, but i'm not saying, buy it right here. let it come in same thing with apple. my price target of apple is $160 that's where i think people just say, i've had it sometimes you have to psychologically think where people have had it maybe people have had it when it gets -- nvi
by the way, intel is 100% hardware but that's what matters, and when you speak to nvidia or go to the conference, you realize that the giant leap that nvidia has over everybody else. but you know, with blackwell, it's going to be unbelievable. the long nooknives are out for nvidia ever since gtc. remember what nvidia did between july and december of last year it did nothing i remember being ridiculed i bumped into someone this weekend, again, when i was in antigua, saying, thanks for jamming me...
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Apr 29, 2024
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it's not all sunshine and roses outside of ai, tech spending is still soft accenture, ibm, intel, tsmc warned of weaker spend in q1 and q2 intel and sk warned of softer pc sales and sk hanknicks, smartphone sales which is concerning for qualcomm. hesitation out that name out wednesday after the bell. >> thank you kristina partsinevelos >>> nvidia's ceo jensen huang making headlines in a wide ranging interview on "60 minutes" saying while ai will change the world it will not cause human jobs to go away. our next guest believes the ai spending trend will continue matt bryson with webb bush senior vice president of equity security research and hardware has a buy on nvidia price target even 1,000 "60 minutes" does a great job of informing people about things, you know, about nvidia perhaps that so many don't know about. not our audience they know plenty so let's forget about that and talk about last week's news that was more important for our audience, which is namely alphabet, microsoft, meta, those capex numbers were enormous, matt what does it mean for nvidia when you look through those
it's not all sunshine and roses outside of ai, tech spending is still soft accenture, ibm, intel, tsmc warned of weaker spend in q1 and q2 intel and sk warned of softer pc sales and sk hanknicks, smartphone sales which is concerning for qualcomm. hesitation out that name out wednesday after the bell. >> thank you kristina partsinevelos >>> nvidia's ceo jensen huang making headlines in a wide ranging interview on "60 minutes" saying while ai will change the world it will...
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Apr 24, 2024
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. >> and they're not going to use amd or intel in their own telecommunications infrastructure, for example, any longer >> how about apple i mean, apple, nike, what do w give them? apple, nike, estee lauder. >> starbucks >> starbucks and those are all doing badly. >> yeah, what else are we forgetting something? tesla. we give them tesla too >> tesla's different tesla's fabulous >> the only company that's been able to 100% own its chinese subsidiary >> right >> of course, that was very helpful to the chinese ev makers, it would seem. >> absolutely. >> the advances they've made tesla made shanghai its home for making some of its automobiles >> what do you make of the idea that we're talking to them and yet have nothing to say? what are those talks like? we don't like you, you don't like us, okay, let's have some food >> there's so much i don't understand that i can rarely share anything that would be of value, jim >> david, you never say that what you say is, it's to be continued. >> jury's still out. >> we'll see >> time will tell. >> absolutely. >> you guys -- >> david, i want an abundance
. >> and they're not going to use amd or intel in their own telecommunications infrastructure, for example, any longer >> how about apple i mean, apple, nike, what do w give them? apple, nike, estee lauder. >> starbucks >> starbucks and those are all doing badly. >> yeah, what else are we forgetting something? tesla. we give them tesla too >> tesla's different tesla's fabulous >> the only company that's been able to 100% own its chinese subsidiary...
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Apr 9, 2024
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i think they take everything from pad, intel. >> a shared owner. >> yeah. i was confused about the commerce secretary. obviously is an american gem. they also had $8 billion in overruns. you want to make sure they can repay the u.s. >> meantime, some of the other google headlines today talk about expanded partnerships with crowd and palo alto. >> crowd is amazing. there's one where they really are trying to -- palo alto does on prem and also the cloud -- look at the lineup. finding out about ulta versus sephora. >> that survey is so big. kurtz is fantastic and is very critical of microsoft's so-called security. i haven't put microsoft on after kurtz savaged them. you can't savage anybody. come on. this is cnbc. >> alphabet shares recovered from that brief but fairly significant decline when we discussed a great deal how their monopoly in search might be truly at risk, and would they be able to move quickly enough to deal with that. >> you know what that was about? >> the stock came right back. >> that was some of the parts. that was youtube, laura martin sa
i think they take everything from pad, intel. >> a shared owner. >> yeah. i was confused about the commerce secretary. obviously is an american gem. they also had $8 billion in overruns. you want to make sure they can repay the u.s. >> meantime, some of the other google headlines today talk about expanded partnerships with crowd and palo alto. >> crowd is amazing. there's one where they really are trying to -- palo alto does on prem and also the cloud -- look at the...
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Apr 17, 2024
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the commentary so far from earnings and saw it last quarter as well hasn't exactly been a 3% or 2.9% intell gdp economy. you said the risk is then cutting too early. you don't think there's a risk of them cutting too late? >> i think they'll see the data, sara, but i think in addition to -- it's been sticky getting down to the 2% target. what's happened recently? china is growing faster than we thought. christine lagarde, you did a great interview with her yesterday. >> thank you. >> is ready to ease. the bank of england is ready to ease. uk and europe look like they'll get a little more growth so actually there's more things out in the macro environment that are positive, positive is the wrong word, but, you know, more in favor of inflation is going to stay a bit sticky, so, you know, the slower economy in china was certainly beneficial to a lower rate of inflation, and i think the surprise is going to go the other way a little bit, so data dependent is important, sara. if we do see a weakening u.s. economy, i can see the reason for easing, but, boy, we haven't seen any sign of weaker u.s.
the commentary so far from earnings and saw it last quarter as well hasn't exactly been a 3% or 2.9% intell gdp economy. you said the risk is then cutting too early. you don't think there's a risk of them cutting too late? >> i think they'll see the data, sara, but i think in addition to -- it's been sticky getting down to the 2% target. what's happened recently? china is growing faster than we thought. christine lagarde, you did a great interview with her yesterday. >> thank you....
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Apr 22, 2024
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. >> that's senate intel committee chair mark warner yesterday on "face the nation" after the house did pass legislation that could ban tiktok in the u.s. unless bytedance sells its stake in the app within nine months. the bill now goes to the senate, jim. >> yeah. look, i think that the information and the evidence, not there. i think that there's an understanding from chinese hacking that you can not trust china in any way, shape. the chinese hacking has accelerated. david, the -- it's almost unstoppable. so, here is a form of chinese influence that, let's just say, could be -- could be, but there's no real hard evidence. but if you think that you want to maybe cut down on cyberattacks, maybe you go after them here. >> that is certainly the case being made by those who believe the app should not be allowed to operate in the u.s. as long as it's part of an overall chinese company. bytedance, an incredibly successful private company that -- that, by the way, makes enormous profits in china itself through its apps there, competes with the likes of alibaba, actually has a value that is fa
. >> that's senate intel committee chair mark warner yesterday on "face the nation" after the house did pass legislation that could ban tiktok in the u.s. unless bytedance sells its stake in the app within nine months. the bill now goes to the senate, jim. >> yeah. look, i think that the information and the evidence, not there. i think that there's an understanding from chinese hacking that you can not trust china in any way, shape. the chinese hacking has accelerated....
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Apr 4, 2024
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we've got -- we're getting a lot of, i think, a delayed reaction to the fact that intel, which was terrible, has to spend a lot more money on semicap equipment. there are a lot of people who believe that semicap equipment was damaged in taiwan. the earthquake, it was as if people said, the first day, everything's fine. and now, we're getting a read, say, within applied materials, within lam research, maybe something did go wrong there. i can't tell. all i know is that it's a tech day, and a stock that has been down relentlessly since the gtc meeting, which is the big conference that jensen huang put on, is up today. and remember, you're talking about a stock that was at $974 on march 8th and fell to the high 800s. it's been a terrible correction for nvidia if you're a big nvidia, came in for the conference. if you're a long-term holder of nvidia, you don't even notice the split. >> you're right. lam research, broadcom, all positive here. >> i like lam research, and i don't like lamb weston. anti-fries and pro chips. >> dow is up 272. let's get to disney hq where david, of course, has a very
we've got -- we're getting a lot of, i think, a delayed reaction to the fact that intel, which was terrible, has to spend a lot more money on semicap equipment. there are a lot of people who believe that semicap equipment was damaged in taiwan. the earthquake, it was as if people said, the first day, everything's fine. and now, we're getting a read, say, within applied materials, within lam research, maybe something did go wrong there. i can't tell. all i know is that it's a tech day, and a...